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Sponsor portfolio

DEWITT LLP

EIN 39-1804522-Latest filing 2025
Plans
2
Retirement
1
$145.1M assets
Welfare
1
$314K premiums
Participants
541
25 WEST MAIN STREET, SUITE 800 - MADISON, WI 53703608-255-8891
Plans on this EIN
2 filings
#001401k-$145.1M - 332 part#504Mixed-$314K - 208 lives

Benefits portfolio analytics

1 plan / $314K premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$120K
  • Other$95K
  • Life$88K
  • Dental$86K
  • Vision$12K
  • Short-term disability$1K
Total $314K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY69%
  • DELTA DENTAL OF CALIFORNIA27%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $314K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HAUSMANN GROUP INC86%
  • BENEFIT ADVISORS NETWORK LLC14%
Total $26K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEWITT LLP SAVINGS PLAN & TRUST

401k

Assets$145.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DEWITT LLP ERISA WRAP PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$314K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEWITT LLP SAVINGS PLAN & TRUST401k$145.1M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DEWITT LLP ERISA WRAP PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$314K2082025
Retirement plans
Welfare plans
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